9258 Wealth Management’s IQVIA IQV Stock Holding History

9258 Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$710K	Buy	2,998 +33	+1%	+$7.79K	0.11%	159
2024 Q2	$627K	Buy	2,965 +181	+7%	+$41.1K	0.1%	165
2024 Q1	$704K	Sell	2,784 -131	-4%	-$30.6K	0.11%	156
2023 Q4	$674K	Buy	2,915 +770	+36%	+$158K	0.12%	150
2023 Q3	$422K	Buy	2,145 +257	+14%	+$55.8K	0.08%	196
2023 Q2	$424K	Buy	1,888 +314	+20%	+$63K	0.08%	203
2023 Q1	$313K	Sell	1,574 -38	-2%	-$8.12K	0.06%	246
2022 Q4	$330K	Buy	1,612 +26	+2%	+$5.27K	0.07%	234
2022 Q3	$287K	Buy	1,586 +57	+4%	+$12.5K	0.07%	245
2022 Q2	$332K	Buy	1,529 +156	+11%	+$33.9K	0.09%	231
2022 Q1	$317K	Buy	1,373 +226	+20%	+$53.5K	0.07%	265
2021 Q4	$324K	Buy	+1,147	New	+$298K	0.07%	271

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

9258 Wealth Management's IQV Position: Q3 2024 in Review

9258 Wealth Management increased its IQVIA (IQV) stake by 1.1% in Q3 2024, buying an estimated $7.79K and bringing the position to 2,998 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #159.

9258 Wealth Management first reported a position in IQV in Q4 2021 and has held it in 12 quarters since. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

9258 Wealth Management held 2,998 shares of IQVIA worth $710K as of Q3 2024.
9258 Wealth Management bought 33 IQVIA shares in Q3 2024, an estimated $7.79K.
IQVIA made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #159 holding.
9258 Wealth Management first reported a position in IQVIA in Q4 2021 and has held it in 12 quarters since.
1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.